See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $322,406 |
Filed as: ADVISED ASSETS GROUP LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $29,755 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,488 | $105,247-5.5% | $87,100+14.2% | $77,787+27.9% |
| Participation rate | 96.4% | 85.8%+10.6pp | 76.9%+19.5pp | 73.2%+23.2pp |
| Annual return | 21.88% | 24.52%-2.6pp | 28.19%-6.3pp | 32.57%-10.7pp |
| Employer contribution / active EE | $4,012 | $2,895+38.6% | $2,521+59.1% | $2,504+60.2% |
| Participant deferral / active EE | $5,934 | $5,060+17.3% | $4,049+46.6% | $3,967+49.6% |
| Admin fee / account holder | $89 | $104-14.5% | $7,497-98.8% | $100-10.8% |